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Portfolio Manager (UK Small-Cap Equities) Wealth Management, London

Non-disclosed London, United Kingdom
Posted 5 months ago Permanent £Competitive
Our client is a leading UK Wealth manager, who are building out their Inheritance Tax (IHT) service. They are looking for a driven and knowledgeable candidate with direct experience in the AIM/UK small cap equities space, to support the senior Portfolio manager managing the portfolio of stocks.


  • Assist with managing and running all aspects of the firms the AIM/Inheritance Tax Service portfolio 
  • Carryout in depth  bottom up company analysis on companies listed on the AIM stock exchange and formulate investment recommendations for the portfolio
  • On site due diligence
  • Develop relationships with management teams 
  •  generating performance data for client reporting 
  • Conducting client trades 
  • Client management 


  • University Degree (min 2.1)
  • MBA and/or CFA preferred 
  • Min 7+ years of investment management experience of analysing the UK Small-CaP universe . 
  • Excellent understanding  of the UK AIM market
  • Knowledge of  Inheritance Tax (IHT) solutions 
  • CISI Level 4 qualified (minimum).
  • Excellent attention to detail 
  • Strong data skills 
  • Good relationship management and client enganelmet agabili 
  • Excellent written and verbal communication skills.


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